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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,128 | $138,102+37.7% | $125,381+51.6% | $134,532+41.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -25.29% | 750.73%-776.0pp | 572.31%-597.6pp | 418.27%-443.6pp |
| Employer contribution / active EE | $23,569 | $5,245+349.3% | $4,815+389.5% | $4,741+397.1% |
| Participant deferral / active EE | $9,900 | $7,801+26.9% | $7,448+32.9% | $6,401+54.7% |
| Admin fee / account holder | $16,026 | $11,568+38.5% | $10,007+60.1% | $11,429+40.2% |